William Vambenepe's blog

This Forbes article (via John) channels 3Tera’s Bert Armijo’s call for standardization of utility computing. He calls it “Open Cloud” and it would “allow a company’s IT systems to be shared between different cloud computing services and moved freely between them“. Bert talks a bit more about it on his blog and, while he doesn’t reference the Forbes interview (too modest?), he points to Cloudscape as the vision.

A few early thoughts on all this:

• No offense to Forbes but I wouldn’t read too much into the article. Being Forbes, they get quotes from a list of well-known people/companies (Google and Amazon spokespeople, Forrester analyst, Nick Carr). But these quotes all address the generic idea of utility computing standards, not the specifics of Bert’s project.
• Saying that “several small cloud-computing firms including Elastra and Rightscale are already on board with 3Tera’s standards group” is ambiguous. Are they on-board with specific goals and a candidate specification? Or are they on board with the general idea that it might be time to talk about some kind of standard in the general area of utility computing?
• IEEE and W3C are listed as possible hosts for the effort, but they don’t seem like a very good match for this area. I would have thought of DMTF, OASIS or even OGF first. On the face of it, DMTF might be the best place but I fear that companies like 3Tera, Rightscale and Elastra would be eaten alive by the board member companies there. It would be almost impossible for them to drive their vision to completion, unlike what they can do in an OASIS working group.
• A new consortium might be an option, but a risky and expensive one. I have sometimes wondered (after seeing sad episodes of well-meaning and capable start-ups being ripped apart by entrenched large vendors in standards groups) why VCs don’t play a more active role in standards. Standards sound like the kind of thing VCs should be helping their companies with. VC firms are pretty used to working together, jointly investing in companies. Creating a new standard consortium might be too hard for 3Tera, but if the VCs behind 3Tera, Elastra and Rightscale got together and looked at the utility computing companies in their portfolios, it might make sense to join forces on some well-scoped standardization effort that may not otherwise be given a chance in existing groups.
• I hope Bert will look into the history of DCML, a similar effort (it was about data center automation, which utility computing is not that far from once you peel away the glossy pictures) spearheaded by a few best-of-bread companies but ignored by the big boys. It didn’t really take off. If it had, utility computing standards might now be built as an update/extension of that specification. Of course DCML started as a new consortium and ended as an OASIS “member section” (a glorified working group), so this puts a grain of salt on my “create a new consortium and/or OASIS group” suggestion above.
• The effort can’t afford to be disconnected from other standards in the virtualization and IT management domains. How does the effort relate to OVF? To WS-Management? To existing modeling frameworks? That’s the main draw towards DMTF as a host.
• What’s the open source side of this effort? As John mentions during the latest Redmonk/Willis IT management podcast (starting around minute 24), there needs to a open source side to this. Actually, John thinks all you need is the open source side. Coté brings up Eucalyptus. BTW, if you want an existing combination of standards and open source, have a look at CDDLM (standard) and SmartFrog (implementation, now with EC2/S3 deployment)
• There seems to be some solid technical raw material to start from. 3Tera’s ADL, combined with Elastra’s ECML/EDML presumably capture a fair amount of field expertise already. But when you think of them as a starting point to standardization, the mindset needs to switch from “what does my product need to work” to “what will the market adopt that also helps my product to work”.
• One big question (at least from my perspective) is that of the line between infrastructure and applications. Call me biased, but I think this effort should focus on the infrastructure layer. And provide hooks to allow application-level automation to drive it.
• The other question is with regards to the management aspect of the resulting system and the role management plays in whatever standard specification comes out of Bert’s effort.

Bottom line: I applaud Bert’s efforts but I couldn’t sleep well tonight if I didn’t also warn him that “there be dragons”.

And for those who haven’t seen it yet, here is a very good document on the topic (but it is focused on big vendors, not on how smaller companies can play the standards game).

[UPDATED 2008/6/30: A couple hours after posting this, I see that Coté has just published a blog post that elaborates on his view of cloud standards. As an addition to the podcast I mentioned earlier.]

[UPDATED 2008/7/2: If you read this in your feed viewer (rather than directly on vambenepe.com) and you don't see the comments, you should go have a look. There are many clarifications and some additional insight from the best authorities on the topic. Thanks a lot to all the commenters.]

The Public Review Ballot for JSR #262 that took place in the Executive Committee for SE/EE has closed. I am not familiar enough with the JCP process to know exactly what this milestone represents. But the results are interesting in any case.

The vote narrowly passed with 6 yes, 5 no and 1 abstain.

The overiding concern listed by the “no” voters (and several of the “yes” voters) is the fact that JSR262 uses WS-Management (a DMTF standard) which itself makes use of specifications that have been submitted to W3C but are not currently in the process of standardization (WS-Transfer, WS-Eventing, WS-Enumeration). And that it uses an older version of a now-standard specification (WS-Addressing).

SAP makes the most insightful comment: that this is not really a JCP problem but a DMTF problem. Hopefully the DMTF (and Microsoft, since it controls the fate of the specifications in question) will step up to the plate on this. This is likely to happen. Even if the DMTF and Microsoft didn’t care about making the JCP happy (but they do, don’t they?), they will run into similar issues if/when they push WS-Management towards ANSI/ISO standardization.

Next to this “non-standard dependencies” issue, there is only one technical issue mentioned. As you guessed, it’s IBM whining about the lack of a WSDL to feed their tools. This is becoming so repetitive that I may eventually stop making fun of it (but don’t hold your breath, I am not known for being very good at ending long-running jokes). It is pretty ironic to hear IBM claim that without that WSDL you can’t implement the spec on JAX-WS when you know that the wiseman reference implementation by Sun and HP is based on JAX-WS…

With the IBM/Microsoft/Intel/HP WSDM/WS-Management convergence now implicitly (if not yet officially) dead, it will be interesting to see what IBM is going to do with WSRF. WSRF is being used today, rarely explicitly but rather in an embedded fashion. People who use WSDM use it, people who use CDDLM use it, people who use the Globus Toolkit use it, etc. IBM could write off the convergence work (WS-ResourceTransfer, which was published as a draft, and WS-ResourceEnumeration and WS-EventNotification which were never published) and stick to using the existing WSRF specifications when they need the corresponding functionality. That’s what I hope they do.

Alternatively, they could decide to get the forceps out of the drawer. They can create a new, IBM-friendly (e.g. Fujitsu, CA, Cisco…) private consortium to take over the unfinished drafts (if the IBM/Microsoft/Intel/HP legal agreement allows this) or start new ones. Or they could go directly to W3C, OASIS or OGF and push for a new working group to do the work in the open (and since no-one else would really care about this work IBM should have relatively free hands there, the way Microsoft did in DMTF when IBM chose to boycott WS-Management). Why W3C would care and why OASIS or OGF would want to start commitees to obsolete their existing work is a separate question.

While I hope that IBM doesn’t try to push another pile of WS-* resouce management specifications on an industry that already has too many, if they do I hope that at least they’ll do it right. And that means doing away with the approach embedded in WS-ResourceTransfer. Having personally been involved in many iterations on this problem, I hope to have some insight to contribute.

Along the lines of the age-old parental advice “don’t do it but if you are going to do it then use a condom”, here is my advice to anyone thinking of doing another iteration on the WSRF question: don’t do it but if you are going to do it then be specific about what problem you are addressing.

First, let’s separate three scenarios.

Database query

WS-ResourceTransfer should not be seen as a way to query an XML database. Use XQuery for this.

REST

While architecturally it should be possible to build RESTful applications on top of WS-Transfer’s operations, this is simply not what is happening. WS-Transfer is being used either by CIM people (who get to it via WS-Management) or by big-SOA people (who get is as part of the whole WS-* stack) and neither of them is doing anything remotely RESTful. So just leave that aside and don’t see WS-ResourceTransfer as a way to do “fine-grained REST”. No REST user is loosing sleep over WS-ResourceTransfer being in limbo.

A flexible way to interact with a complex system

This is the use case that you should focus on. You have a system made up of many parts (e.g. a composite application or a server that is made of many components) that you can represent as an XML document. The XML repesentation contains some important information about the system, but it isn’t the system. There are identified resources within the system that have lifecycles, management capabilities and internal parameters. Not everything relevant is captured in the XML model. This is why it is different from an XML database.

In general, I don’t think that XML is the best way to represent complex IT systems. It has plenty of complications that are not relevant to IT management and it doesn’t elegantly support the representation of graphs, often the most natural way to represent such a system (more on this here). CMDBf, with its graph-oriented approach, is a better choice in general. But there are plenty of areas (especially smaller, well-defined, sub-systems) in which XML formats have been defined to represent systems. SCA and SML for example.

In the case where you are dealing with such an XML-described system, then there is value in standard ways to simplify interactions with the system and its parts. But here too, we need to distinguished different patterns rather than trying to handle them all in the same way.

Filtering/sequencing of returned data

Complex IT systems can generate a lot of configuration and/or monitoring data and often you only care for a small subset. For example, an asset record has dozens of elements (lease terms, owner, assigned user…) but you may only care to retrieve the date the lease expires. When you do a GET on the record, you want to qualify it by specifying that only that date needs to be returned. That’s what WS-RP, WS-RT and the WS-Management wsman:TransferFragment header allow. In a variation of this, you want all the data but you don’t want it in one go, you want to pull it piece by piece. That’s what WS-Enumeration gives you. The problem with all these specifications is that they only offer that feature when you are retrieving the resource representation (a WS-Transfer GET or equivalent), not for other operations. But how is this different from invoking an AirlineBooking operation and saying that you only want to be sent the confirmation code, not the full itinerary, equipment type, assigned seat, etc? Bundling this inside WS-RT (or equivalent) is not helpful. A generic SOAP header that can go on any message would be more appropriate (the definition of this header would need to pay special attention to security considerations, especially if the response is signed, because it could be abused to trick the server into sending, and signing, specifically-crafted messages).

Interacting with a sub-element of the system

If you have a handle to a computer system resource and you know that it has one CPU and that this CPU is represented by the /comp:CPU element of the system, why would you need to use some out-of-band discovery mechanism to interact with that CPU? It’s right there, you can see it, you can point to it. Surely there must be a way to address operations to it directly, right? WS-Management tries to do it with its wsman:Selector mechanism, but the selectors are not tied to the model and require, effectively, a separate out-of-band agreement for addressing. There shouldn’t be a need for such an additional agreement once an agreement has already been reached on the model.

What is needed is a way, for systems that have a known XML model, to address message to subpart by using the model itself to support that addressing. Call it SOAPy mashup if you want to feel like you are part of the cool kids. I described such a mechanism a while ago. In effect, it is an improvement on wsman:Selector that an eventual new iteration of WSRF should at least consider.

In some cases, namely when the operation is a WS-Transfer GET, this capability overlaps with the “filtering of returned data” capability. One way to look at it is that you are doing a GET at the level of the overall computer system and filtering the results down to the part that represents the CPU. Another way to look at it is that you are pinpointing the message to a subset of the model (the CPU part) and doing an unmodified GET on it. It doesn’t matter how you choose to think about it. In my proposal, these two ways produce the same message. Like the wave view and particle view of a photon, that in the end, describe the same physical entity with each being the best representation for a set of situations.

The problem with WS-RT and its predecessors is that it doesn’t recognise that this is just the intersection of two orthogonal concerns (filering of output versus addressing of sub-elements) and only handles that intersection.

Interacting with a set of resources as a set

The same kind of expression (typically XPath) that lets you point at a sub-element inside of a system also lets you point at a set of such sub-elements. But even though from an XPath perspective there isn’t much of a different (the first one just happens to return a nodeset that contains only one node), from an architectural perspective it is a very different use case. If you want to support such a use case then you have handle it as such and define all the associated semantics (sequential/parallel execution, fault handling, partial completion, resource-specific permissions…). You can’t just cross your fingers and assume that you get such features “for free” just because XPath can return a nodeset.

I know that this post illustrates a way of giving free advice that virtually ensures that it gets ignored. Similar (if you’ll allow the big stretch) to the way Chirac and Villepin were arguing againt an Iraq invasion in ways that probably reinforced the Bush administration’s determination to do it. When will the world finally learn to appreciate the oh-so-slightly obnoxious undertone that is inherently French (because, let me tell you, we’re not about to loose it)? At least, when my grandchildren ask me “where were you when IBM invented WS-ManagementHammer?” I can point to this post and say “I tried to stop it, I tried”.

[UPDATED 2008/5/15: How timely! Just after publishing this I find, via Coté, what looks like another example of French abrasiveness in the systems management world: the attitude, name and the way Jeff ends with a French-language quote make it quite likely that the "Jacques" person discounting the fact that his company's SNMP agent is broken is indeed a compatriot. French obnoxiousness aside, and despite my respect for standards, my advice to Jeff is that if a given SNMP agent works with HP, IBM, BMC and CA you will probably save yourself time in the long run by finding a way to support it (even if it is not spec-compliant) rather than getting the vendor to change. There are lots of sites out there that work fine with Firefox and IE but are not compliant with Web standards. Good luck getting them all fixed.]

[UPDATED 2008/7/14: I don't really plan to turn this post into a ongoing set of updates about "French attitude" but since today is Bastille Day I'll point to this map of the world as seen from Paris. If I wasn't on strike right now, I'd explain why the commenter is wrong to assert that "French self-deprecating humour" is rare.]

I was hoping that by the time MMS was over there would be more clarity about the “Cross Platform Extension” to System Center that Microsoft announced there. But most of the comments I have seen have focused on two non-technical aspects: Microsoft is interested in heterogeneous management and Microsoft makes use of open source. That’s also the focus of Coté’s coverage.

So what? Is it still that exciting, in 2008, to learn that Microsoft recognizes that Linux and OSS are major players in enterprise computing? If Steve Ballmer eventually gets hold of Yahoo, do you think his first priority will be to move all the servers to Windows or to build up its search and advertising audience? It’s been now 10 years since the Halloween documents came out. They can be seen as the start of Microsoft’s realization that Linux/OSS are here for good. It is not surprising to see that one of their main authors is now the driving force behind WS-Management, an effort that illustrates the acceptance of heterogeneity and the need to deal with it (on Microsoft’s terms if possible, of course). The WS-Management effort started years ago and it was a clear sign that Microsoft knew it had to tackle heterogeneous management (despite the reassuring talk that “it’s all about making Windows the most manageable platform” to HP and others). Basically, Microsoft is using WS-Management to support heterogeneity without having to do too much work: by creating an industry standard that everyone writes to and that Microsoft uses internally. Heterogeneous management is intrinsic to DSI if DSI is to be anything more than a demo.

But all of this was known before MMS 2008 to anyone who was paying attention. Instead of all this Microsoft/OSS/heterogeneous talk, I am a lot more interested in the technical aspects of the “Cross Platform Extension”.

OpenPegasus has been around for a long time, as a C++ CIMOM with a bunch of associated providers and CIM-XML interoperability over HTTP with CIM clients. I don’t know where WS-Management support was on the OpenPegasus development timeline, but even without Microsoft getting involved it would have eventually happened. And this should have been sufficient for System Center to access the CIMOM (BTW, does System Center not support CIM-XML when WS-Management is not present and if it does then what is different in practice with WS-Management?).

I can see how Microsoft would bring some extra (and much welcome) development resources for the WS-Management implementation (BTW the guys at Intel already have an open-source C implementation of WS-Management) as well as some extra marketing/visibility/distribution. Nice, but not earth-shattering. Do they bring anything else to OpenPegasus?

And what else is in the “Cross Platform Extension” in addition to an OpenPegasus WS-Management-capable CIMOM? Is there any extra modeling capability beyond CIM? Any Microsoft-specific classes? Any discovery/reconciliation capability? How much actual configuration management versus just monitoring? Security? Health models? Desired state management? Or is it just a WS-Management CIMOM? Any pointer to specific information is welcome.

Of course the underlying question is whether others than Microsoft can manage resources that have an OpenPegasus-based System Center management pack on them. The Open Management Consortium guys have talked about an open management agent. Could, against all expectations, Microsoft be the one delivering it?

In the IT management world, there are the big 4 (HP, BMC, CA and IBM), the little 4 (Zenoss, Hyperic, GroundWorks and openQRM) and the mighty 3 (Oracle, Microsoft and EMC). Sorry John, I am reclaiming the use of the “mighty” term: your “mighty 2″ (or 2.5) are really still the “little 2″ (or 2.5). At least for now.

The interesting thing is that in that industry configuration there are topics on which the little ones and the mighty ones share common interests. For example, the big 4 have a lot more management packs for all kinds of resources, built up over the years. Some standard-based mechanism that partially resets the stage helps the little ones and the mighty ones better compete against the big 4. Even better if it has an attractive (and extensible) implementation ready in the form of an agent. But let’s be clear that it takes more than a CIMOM to make a management pack. You need domains-specific expertise in the form of health models, deployment/configuration scripts and/or descriptors, configuration validation, role management etc. Thus my questions about what else (beyond CIM over WS-Management) Microsoft is bringing to the table. SML and CML are supposed to address this space, but I didn’t hear them mentioned once in the MMS coverage.

[UPDATED on 2008/5/7: Another perspective on Microsoft and open source: Microsoft Ex-Pats Developing Open Source Software Outside of Redmond]

[UPDATED 2008/5/7: I got an answer to the question about System Center support for CIM-XML: it doesn't have it. So indeed it's either WS-Management of WMI. If you're a Linux box, that means it's WS-Management.]

I see the tide rising for semantic technologies. On the other hand, I wonder if they don’t need to fail in order to succeed.

Let’s use the Grid effort as an example. By “Grid effort” I mean the work that took place in and around OGF (or GGF as it was known before its merger w/ EGA). That community, mostly made of researchers and academics, was defining “utility computing” and creating related technology (e.g. OGSA, OGSI, GridFTP, JSDL, SAGA as specs, Globus and Platform as implementations) when Amazon was still a bookstore. There was an expectation that, as large-scale, flexible, distributed computing became a more pressing need for the industry at large, the Grid vision and technology would find their way into the broader market. That’s probably why IBM (and to a lesser extent HP) invested in the effort. Instead, what we are seeing is a new approach to utility computing (marketed as “cloud computing”), delivered by Amazon and others. It addresses utility computing with a different technology than Grid. With X86 virtualization as a catalyst, “cloud computing” delivers flexible, large-scale computing capabilities in a way that, to the users, looks a lot like their current environment. They still have servers with operating systems and applications on them. It’s not as elegant and optimized as service factories, service references (GSR), service handle (GSH), etc but it maps a lot better to administrators’ skills and tools (and to running the current code unchanged). Incremental changes with quick ROI beat paradigm shifts 9 times out of 10.

Is this indicative of what is going to happen with semantic technologies? Let’s break it down chronologically:

1. Trailblazers (often faced with larger/harder problems than the rest of us) come up with a vision and a different way to think about what computers can do (e.g. the “computers -> compute grid” transition).
2. They develop innovative technology, with a strong theoretical underpinning (OGSA-BES and those listed above).
3. There are some successful deployments, but the adoption is mostly limited to a few niches. It is seen as too complex and too different from current practices for broad adoption.
4. Outsiders use incremental technology to deliver 80% of the vision with 20% of the complexity. Hype and adoption ensue.

If we are lucky, the end result will look more like the nicely abstracted utility computing vision than the “did you patch your EC2 Xen images today” cloud computing landscape. But that’s a necessary step that Grid computing failed to leapfrog.

Semantic web technologies can easily be mapped to the first three bullets. Replace “computers -> computer grid” with “documents/data -> information” in the first one. Fill in RDF, RDFS, OWL (with all its flavors), SPARQL etc as counterparts to OGSA-BES and friends in the second. For the third, consider life sciences and defense as niche markets in which semantic technologies are seeing practical adoption. What form will bullet #4 take for semantic technology (e.g. who is going to be the EC2 of semantic technology)? Or is this where it diverges from Grid and instead gets adopted in its “original” form?

Our esteemed competitors at IBM Tivoli are organizing a BarCamp focused on the use of ITM for BSM. Should be very interesting if they manage to convince a good group that this is a valuable way to spend a weekend. BSM on Tivoli seems like an ambitious topic for a “getting your hands dirty” kind of session since by definition BSM involves managing complex systems and solving the needs of the kind of people who don’t necessarily attend BarCamps. Very different from the more typical BarCamp environment in which people bring code (typically open source) they know in and out and try to get these projects to do things that they themselves plan to make use of.

Just setting up a realistic (even if fake) environment to get your “hands dirty” on can take a lot of time. Long downloads and complex installation procedures aren’t your friends when you only have a few hours (and when participants don’t have to stay in the room if they’re bored). It will be an interesting challenge for the organizers to decide how much (if anything at all) to prepare ahead of time while keeping the whole thing open and participant-driven.

My guess is that even if they don’t get a lot in terms of BSM insight per se, they will learn a lot about the ease of installation, integration and extension of the various products involved and how to increase it, which will be beneficial all the same. Good luck to Doug, John and the other participants, I think you’ll do well and I hope you’ll achieve even more than I predict. Kudos for the initiative.

Of course the real challenge only starts after the BarCamp: it is to take the lessons back to the mothership…

And for those who say I only speak critically of IBM on this blog, this post is the proof that you are as prejudiced as a WebSphere architect. ;-)

[UPDATED on 2008/01/17: Make sure to read John's clarifications in the comments section, including the link to BarCampESM which is happening this coming weekend in Austin. I hadn't heard about it before.]